META: Threads Monetisation, Smart Glasses Dominance, and New Subscription Tiers

Meta is executing a three pronged strategy: text based social market (Threads), next gen hardware platform (Smart Glasses) and diversifying revenue (Subscriptions). \*\*Threads\*\* Meta is pivoting Threads from growth to revenue mode. \* Threads recently surpassed X in global mobile Daily Active Users: 141.5M vs X’s 125M. \* After a year of testing, Meta is rolling out ads globally to all users this week. \* Integration into the Advantage+ AI suite allows Meta’s 10M+ existing advertisers to port campaigns from Instagram to Threads with a single click. \*\*Smart Glasses\*\* The Ray-Ban Meta glasses growth trajectory is impressive: \* 2023: 0.5M units, $150M revenue and 46% market share \* 2024: 1.5M units, $450M revenue and 66% market share \* 2025: 6M units, $1.2B - $1.5B revenue and 73% market share \* 2026 Projection: 20M units, $5.6B - $6B revenue and 80% market share \*\*Premium Subscriptions\*\* Beyond Meta Verified, Meta is testing a new premium tier for Facebook, Instagram, and WhatsApp. \* These subscriptions focus on exclusive features like follower tracking and anonymous Story viewing as well as enhanced privacy controls. \* Tests include an ad-free option for WhatsApp status and channels which mimicks the successful Snapchat+ model. \---------- Position: Long Meta (5 years). Not financial advice.